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Amazon
199 posts
Pointerra (ASX: 3DP) achieves A$3.25m quarterly receipts as digital twin business turns cash flow positive
Pointerra has recorded its strongest September-quarter customer receipts and returned to positive operating cash flow, supported by infrastructure customers while several larger commercial opportunities remain subject to further decisions.
Amazon reportedly explores $7bn Decart acquisition as world-model race accelerates
Amazon is reportedly discussing an acquisition of Decart at around $7bn, potentially bringing a major AWS Trainium customer and specialist in real-time world models directly inside the group.
Why Boston Dynamics chose Rohit Prasad as Atlas enters Hyundai factories
Boston Dynamics has appointed former Amazon AI executive Rohit Prasad as CEO as Hyundai Motor Group moves Atlas toward factory deployment and prepares capacity for as many as 30,000 robots annually by 2028.
Synopsys lands $1bn-plus Amazon chip IP deal as AWS custom silicon expands
The multi-year agreement makes Amazon a lead customer for Synopsys’ application-optimised silicon IP and ties the chip-design specialist more directly to AWS processors including Graviton and Trainium.
Generac (NYSE: GNRC) surges 18% as $2.4bn Amazon deal turns generators into an AI trade
Generac has secured $2.4 billion of initial Amazon data-centre generator deliveries and could unlock up to $8 billion of payments tied to warrants, transforming its exposure to the AI infrastructure boom.
Bango EBITDA rises 34% as Digital Vending Machine subscription growth accelerates
Bango recurring revenue rose 31% to $20.4 million as subscription growth lifted EBITDA 34%, expanded margins and strengthened cash generation.
Amazon reportedly plans $3bn India quick-commerce push through 2030
Amazon Now has already crossed $1bn in annualised gross sales, but the company remains a relatively small player in India’s intensely competitive instant-delivery market.
Qualcomm and Amazon open a $60bn pathway into the AI data-centre chip race
Amazon could purchase up to $60 billion of Qualcomm products under a long-term collaboration covering custom inference silicon and optical connectivity. The agreement gives Qualcomm a potential anchor customer, but its ceiling, warrant structure and multigenerational timetable make execution more important than the headline value.
Amazon’s Ohio data centre to use Prysmian cables made with Rio Tinto ELYSIS aluminium
Prysmian will supply an Amazon data centre in Ohio with electrical cables made using Rio Tinto aluminium produced through ELYSIS inert-anode technology. The project is small in disclosed financial terms, but strategically important as hyperscalers begin to scrutinise the emissions embedded in the materials used to build their infrastructure.
Qualcomm shares jump as Amazon custom silicon pact validates data-centre push
Qualcomm and Amazon are entering a multi-generation AI data-centre silicon relationship accompanied by a warrant for up to 25 million Qualcomm shares, with vesting tied to commercial arrangements and purchases reaching as much as $60 billion rather than a guaranteed $60 billion order.